How do I add and activate users?

Adding and activating users can be done in just a few clicks, find the steps outlined below!

Add a New User

  1. Once you have logged in to the portal (click here to reach the login page), click on "Settings" in the navigation bar on the left side of the portal. From the Settings dropdown menu, click on "Users."   


  2. Once in the User settings module, you can access a comprehensive overview of all the users in the system. This includes important details such as their User Name, Email, Associated Accounts, Last login date, and Active or Inactive Status. To add a new user, select the "Add User" button in the upper right side of the screen.


  3. After clicking the "Add User" button, a form will appear where you can create a unique username for the new user. You will need to provide essential information such as the user's first name, last name, phone number, and email address. If you want to grant the user administrative privileges, toggle the "is Admin" button to on. It is important to note that by enabling the Admin option, the user will have enhanced access and control over the system. Once you have entered all of the required information, click "Save." 


  4. Once the user is successfully added, you will see the green banner message "User added successfully, please continue to activate the user." It is important to note that although you have successfully added a user, the activation step is still necessary.

Active a New User

  1. To activate a newly added user, click on the line corresponding to the user you wish to activate. This action will open the user details screen. 


  2. On the user details screen, you have the option to unlock the user's account, send a password reset to their email, or activate/deactivate the account. To activate the new user, click on the "Activate" button.


Click here to learn how to deactivate a user. 

Congratulations, you have learned how to add and activate a new user! If you need assistance or have further questions, please refer to our self-service Knowledge Base!